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Colin F
Series 66
Cincinnati, OH
Equitable Advisors
Colin Fogel is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and 12 years of industry experience. He has been with Equitable Advisors since 2014, including time with the predecessor firm AXA Advisors. He serves on the board of the Lindner Investment Banking Club and works as a consultant for an IT service company. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporate, pension, and charitable clients. The firm utilizes a network of investment adviser representatives and offers client solutions through a variety of firm-offered and third-party advisory programs.
Abigail R
Series 66
Cincinnati, OH
Equitable Advisors
Abigail Robinson is a financial advisor with Equitable Advisors in Cincinnati, OH. She holds a Series 66 designation and has six years of industry experience. Her prior work includes roles at Starbucks and Taylor University. Equitable Advisors serves a diverse client base, including individuals across net worth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.
Richard G
Series 63, Series 65
Cincinnati, OH
Equitable Advisors
Richard Gianni Jr. is a financial advisor at Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Equitable Advisors since 2000, including its predecessor AXA Advisors. Outside of advisory work, he is a partner and investor in YOGA ALIVE LLC. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.
Clinton K
Series 66
Cincinnati, OH
Equitable Advisors
Clinton Kersting is a Series 66-licensed financial advisor with Equitable Advisors in Cincinnati, OH, where he has worked since 2006. He has 20 years of industry experience, including 14 years with Axa Advisors, LLC. Outside of his advisory work, he is the founder and president of Triplecrown Wealth Management LLC and serves as a board member of Pregnancy Center West in Cincinnati. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing a range of internal and third-party advisory models and investment solutions.
Benjamin R
Series 66
Cincinnati, OH
Equitable Advisors
Benjamin Romer is a financial advisor with Equitable Advisors who holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Kensington Wealth Partners and 49 Degrees, as well as work at Mercer County Elks Golf Course. He also spent four years at Bowling Green State University. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, offering both proprietary and third-party investment solutions.
Dana C
Series 63, Series 65
Cincinnati, OH
Equitable Advisors
Dana Cox is a financial advisor at Equitable Advisors with 28 years of industry experience. He has held roles at Equitable Advisors since 2007, following a year at J.J.B. Hilliard, W.L. Lyons, LLC. Cox holds Series 63 and Series 65 licenses. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a range of advisory models, including third-party TAMPs and discretionary portfolio management, and offers ERISA fiduciary services to qualified plans through credentialed representatives.
George W
Series 63, Series 65
Cincinnati, OH
Equitable Advisors
George Wilburn III is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999. Outside of his advisory work, he is a partner in The Wicked Pickle, a business based in Loevland, Ohio. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm provides financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs.
Cameron M
Series 66
Cincinnati, OH
Equitable Advisors
Cameron Moore is a financial advisor at Equitable Advisors in Cincinnati, OH, holding a Series 66 designation with two years of industry experience. Before joining Equitable Advisors, he worked at Siemens and Myriad Neuroscience, and has a background that includes time as a full-time student and at Howards Company. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a network of Investment Adviser Representatives and utilizes both third-party managers and proprietary programs to deliver its advisory services.
Alexander D
Series 66
Cincinnati, OH
Equitable Advisors
Alexander Donley is a Series 66-licensed financial advisor with Equitable Advisors in Cincinnati, Ohio, bringing 21 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 2005. Outside of his advisory role, Donley serves as a trustee to a family trust and is a partner in an LLC focused on wealth management. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.
Andrew A
Series 66
Cincinnati, OH
Equitable Advisors
Andrew Acuna is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Deloitte & Touche and held various roles at companies including Kroger and Fifth Third Bank. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs delivered through a network of investment adviser representatives, utilizing both proprietary and third-party solutions.
Dylan C
Series 66
Cincinnati, OH
Equitable Advisors
Dylan Clark is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Legend Web Works and has been involved in several business ventures, including owning Gem City CrossFit (Altered Gym) and supporting operations at Timothy's Bar. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, pension plans, corporations, and nonprofit organizations. The firm’s approach involves matching clients to suitable program models or discretionary managers, utilizing both proprietary and third-party advisory programs.
Michael B
Series 66
Cincinnati, OH
Equitable Advisors
Michael Brandy is a Series 66-licensed financial advisor with Equitable Advisors in Cincinnati, Ohio. He has two years of industry experience and previously worked at the University of Kentucky and Art Daniel's Pool Company. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs primarily through Investment Adviser Representatives and third-party managers.
Kenneth B
Series 66
Cincinnati, OH
Equitable Advisors
Kenneth Blanton is a financial advisor with Equitable Advisors in Cincinnati, OH. He holds the Series 66 designation and has been with Equitable Advisors since 2026. Prior to his advisory role, he worked at Lowe's Home Improvement and has entrepreneurial experience with Plant Ur Flag LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a range of advisory models implemented through third-party managers and sponsored programs, supporting mutual funds, ETFs, separately managed accounts, and select alternative investments.
Nicholas A
Series 63, Series 65
Cincinnati, OH
Equitable Advisors
Nicholas Aguglia is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Equitable Advisors since 2013, including time at its predecessor, AxA Advisors. Outside of his advisory role, he serves as a board member for Chesterton Academy of Buffalo. Equitable Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.
Jordan D
Series 66
Cincinnati, OH
Equitable Advisors
Jordan De Perio is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 credential and three years of industry experience. Prior to joining Equitable Advisors, he held roles at SUNY Oswego and the State University of New York College at Oswego. He serves as a board member of the Clarence Chamber of Commerce. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, corporations, charitable organizations, and institutional clients through a network of Investment Adviser Representatives. The firm utilizes a range of advisory programs and third-party managers to tailor investment solutions based on client needs and risk tolerance.
Kristen M
Series 66
Cincinnati, OH
Equitable Advisors
Kristen Mangus is a Series 66–licensed financial advisor at Equitable Advisors with one year of industry experience. She previously worked at WM for ten years and has held roles outside of finance, including positions at California Golf Course and Body Alive. She is also a power of attorney for her mother. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party managers.
Jonathan C
Series 66
Cincinnati, OH
Equitable Advisors
Jonathan Coleman is a Series 66-licensed financial advisor with Equitable Advisors in Cincinnati, Ohio, and has five years of industry experience. Prior to joining Equitable Advisors in 2020, he worked as a Caddie Master for four years. Equitable Advisors serves individual clients across wealth levels, as well as pension and profit-sharing plans, corporations, and nonprofits, offering financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes both proprietary and third-party advisory models, emphasizing client risk assessment and matching to appropriate investment programs.
Matthew M
Series 63, Series 65
Cincinnati, OH
Equitable Advisors
Matthew Mcmanus is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked with Axa Advisors LLC and has been associated with Glenview Golf Course since 2012. Outside of his advisory role, Mcmanus is the author of the book *Money Academy* and serves as Treasurer for the Hamilton County Police Association as well as Director of Finance for the Greater Cincinnati Police Museum. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions without sponsoring its own wrap fee program.
Brett B
Series 66
Cincinnati, OH
Equitable Advisors
Brett Bryant is a financial advisor at Equitable Advisors with a Series 66 credential and no prior industry experience. His work history includes roles at Millson Walker Financial Group, Spectrum, Catalyst and Rational, Jackson Hewitt, and academic positions at Northern Kentucky University, Bellarmine University, and Moeller High School. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.
Maggie E
Series 66
Cincinnati, OH
Equitable Advisors
Maggie Edwards is a financial advisor at Equitable Advisors with two years of industry experience. She holds the Series 66 designation and is based in Cincinnati, OH. Prior to joining Equitable Advisors, her work experience includes roles at Cincinnati Sports Club and Just Candy, among others. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a network of Investment Adviser Representatives and offers a variety of advisor models through third-party asset managers and sponsored advisory programs.
Maggie K
Series 66
Cincinnati, OH
Equitable Advisors
Maggie Kays is a financial advisor at Equitable Advisors with two years of industry experience. She holds a Series 66 designation and has worked in educational and sales roles at organizations including Kenton County School District, Mary Kay Cosmetics, and Oak Hills Local School District. Kays serves as a board member and lay leader for Florence Christian Church and is a council member at Ryland Heights Elementary School. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm delivers services through a network of Investment Adviser Representatives and leverages third-party program sponsors and asset managers for many advisory models.
Matthew T
Series 66
Cincinnati, OH
Equitable Advisors
Matthew Thorne is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and 14 years of industry experience. He has worked with Equitable Advisors and its affiliates since 2009, including a tenure at Lincoln Investment. Outside of his advisory role, he is involved in hospitality ventures, owning The Bontany Bar and engaging with related businesses in Lebanon, OH. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and nonprofits, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm employs various advisory models, including third-party TAMPs and firm-offered programs, and offers ERISA fiduciary services to qualified plans.
Justin C
Series 66
Cincinnati, OH
Equitable Advisors
Justin Cox is a financial advisor with Equitable Advisors in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Before joining Equitable Advisors, he worked at Izzy's Inc. as a restaurant server and has held various roles including at proguides.com and the University of Cincinnati. Outside of finance, he has experience in the restaurant industry. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management through a network of representatives, utilizing third-party asset managers and advisory programs.
Christopher D
Series 63, Series 65
Cincinnati, OH
Equitable Advisors
Christopher Dolle is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, he serves as a board member for a condominium association in Longboat Key, Florida. Equitable Advisors serves individual and institutional clients with financial planning, retirement consulting, and asset management solutions, utilizing a range of firm-offered programs and third-party managers. The firm’s approach includes matching clients to program models or discretionary managers and providing ERISA fiduciary services through credentialed representatives.
Alexander P
Series 66
Cincinnati, OH
Equitable Advisors
Alexander Peak is a financial advisor with Equitable Advisors in Cincinnati, OH. He holds the Series 66 designation and has one year of industry experience. His prior work history includes roles at Tri State Parking, Ohio State University, and Planet Fitness. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a variety of advisory models primarily through third-party sponsors and focuses on matching clients with appropriate program models or discretionary managers.
Corey F
Series 66
Cincinnati, OH
Equitable Advisors
Corey Fogel is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Equitable Advisors since 2018. His prior work includes roles at Axa Advisors, Fidelity, and Merrill. Equitable Advisors serves a wide range of clients, including individuals and institutional entities, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes a client-specific approach that matches personal and plan information with advisory models, utilizing both proprietary and third-party investment solutions.
Jaden W
Series 66
Cincinnati, OH
Equitable Advisors
Jaden Warner is a financial advisor at Equitable Advisors in Cincinnati, OH, holding a Series 66 designation. He began his advisory career in 2026 and has prior experience working in various roles, including positions at Abigail Robinson and Hamilton Public Schools. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs, utilizing a range of third-party and proprietary solutions delivered through its network of Investment Adviser Representatives.
Adam N
Series 63, Series 65
Cincinnati, OH
Equitable Advisors
Adam Norman is a financial advisor with Equitable Advisors in Cincinnati, OH. He holds Series 63 and Series 65 licenses and has held positions at several firms, including AE Wealth Management, LLC and Conservative Financial Solutions, since 2024. Prior to entering the financial industry, he worked in education at Indiana Wesleyan University and Milan Community School. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm focuses on matching clients to investment models and discretionary managers, utilizing both proprietary and third-party solutions.
Christopher D
Series 63, Series 65
Cincinnati, OH
Equitable Advisors
Christopher Dolle Jr. is a financial advisor with Equitable Advisors in Cincinnati, OH, holding Series 63 and Series 65 designations and eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at AXA Advisors, LLC, and VelocityEHS. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives, utilizing various advisory programs, third-party managers, and fiduciary services for qualified plans.
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